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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,791 | $134,817+8.1% | $123,973+17.6% | $155,188-6.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 15.27% | 515.49%-500.2pp | 388.13%-372.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,464 | $4,425-66.9% | $4,126-64.5% | $4,248-65.5% |
| Participant deferral / active EE | $6,351 | $5,706+11.3% | $5,247+21.0% | $6,531-2.8% |
| Admin fee / account holder | $1,712 | $13,245-87.1% | $11,799-85.5% | $14,480-88.2% |